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Sc&H Financial Advisors, Inc. Top Holdings and 13F Report (2026)

About Sc&H Financial Advisors, Inc.

Investment Activity

  • Sc&H Financial Advisors, Inc. has $663.23 million in total holdings as of March 31, 2026.
  • Sc&H Financial Advisors, Inc. owns shares of 155 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
  • Approximately 3.76% of the portfolio was purchased this quarter.
  • About 0.46% of the portfolio was sold this quarter.
  • This quarter, Sc&H Financial Advisors, Inc. has purchased 159 new stocks and bought additional shares in 77 stocks.
  • Sc&H Financial Advisors, Inc. sold shares of 28 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

91913Y100 - Valero Energy
$232,255 Holding
G54950103 - LINDE PLC
$219,147 Holding

Largest Purchases this Quarter

DIMENSIONAL ETF TRUST
68,198 shares (about $3.46M)
Dimensional Short-Duration Fixed Income ETF
58,714 shares (about $2.81M)
Vanguard Large-Cap ETF
6,048 shares (about $1.81M)
DIMENSIONAL ETF TRUST
19,629 shares (about $1.41M)
Dimensional US Core Equity Market ETF
30,470 shares (about $1.37M)

Largest Sales this Quarter

iShares Core MSCI EAFE ETF
2,791 shares (about $252.67K)
iShares Global REIT ETF
5,135 shares (about $129.15K)
iShares Core S&P 500 ETF
196 shares (about $128.03K)
Microsoft
330 shares (about $122.15K)
WALMART INC
945 shares (about $117.45K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSc&H Financial Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$84,874,011$421,631 0.5%2,184,09712.8%ETF
Avantis U.S. Equity ETF stock logo
AVUS
Avantis U.S. Equity ETF
$70,687,314$888,772 1.3%635,79210.7%ETF
Dimensional US Core Equity Market ETF stock logo
DFAU
Dimensional US Core Equity Market ETF
$39,401,400$1,374,806 3.6%873,2585.9%ETF
Dimensional International Core Equity Market ETF stock logo
DFAI
Dimensional International Core Equity Market ETF
$36,317,439$1,243,370 3.5%932,1725.5%ETF
Dimensional International Core Equity 2 ETF stock logo
DFIC
Dimensional International Core Equity 2 ETF
$34,243,808$825,504 2.5%963,8005.2%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$32,204,845$1,126,547 3.6%454,1654.9%ETF
DIMENSIONAL ETF TRUST
$30,798,605$3,458,319 12.6%607,3484.6%ULTRASHORT FIXED
DIMENSIONAL ETF TRUST
$30,556,247$1,414,859 4.9%423,9214.6%US CORE EQUITY 1
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$28,057,687$94,597 -0.3%330,7134.2%ETF
Avantis Emerging Markets Equity ETF stock logo
AVEM
Avantis Emerging Markets Equity ETF
$25,796,380$201,369 0.8%320,1343.9%ETF
Dimensional Short-Duration Fixed Income ETF stock logo
DFSD
Dimensional Short-Duration Fixed Income ETF
$23,182,834$2,811,227 13.8%484,1863.5%ETF
DFAE
Dimensional Emerging Core Equity Market ETF
$14,263,977$499,571 3.6%421,2632.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$10,548,892$128,032 -1.2%16,1491.6%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$10,526,580$252,670 -2.3%116,2771.6%ETF
Apple Inc. stock logo
AAPL
Apple
$10,208,407$63,193 -0.6%40,2241.5%Computer and Technology
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$9,830,468$1,807,462 22.5%32,8941.5%ETF
Dimensional Core Fixed Income ETF stock logo
DFCF
Dimensional Core Fixed Income ETF
$9,608,309$1,260,521 15.1%227,5771.4%ETF
Dimensional Emerging Markets Core Equity 2 ETF stock logo
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
$8,605,195$264,031 3.2%249,0651.3%ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$7,616,266$1,222,307 19.1%224,2061.1%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$5,804,144$122,154 -2.1%15,6800.9%Computer and Technology
Dimensional U.S. Targeted Value ETF stock logo
DFAT
Dimensional U.S. Targeted Value ETF
$4,658,237$101,607 -2.1%74,5910.7%ETF
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$4,484,136$54,131 -1.2%40,5910.7%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,196,434$16,682 -0.4%13,0810.6%ETF
Dimensional U.S. Small Cap ETF stock logo
DFAS
Dimensional U.S. Small Cap ETF
$4,090,490$41,184 1.0%57,5070.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,024,336$1,951 0.0%6,1880.6%Finance
Avantis Core Fixed Income ETF stock logo
AVIG
Avantis Core Fixed Income ETF
$3,629,155$545,505 17.7%87,3650.5%ETF
DIMENSIONAL ETF TRUST
$3,626,826$469,982 14.9%49,1570.5%WORLD EQUITY ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,526,932$103,522 3.0%12,2650.5%Computer and Technology
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$3,337,084$472,628 16.5%33,6160.5%Finance
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$3,085,661$103,264 -3.2%21,6640.5%ETF
iShares Global REIT ETF stock logo
REET
iShares Global REIT ETF
$2,757,597$129,145 -4.5%109,6460.4%ETF
AVGE
Avantis All Equity Markets ETF
$2,656,952$219,256 9.0%30,1860.4%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$2,654,4740.0%2,6640.4%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$2,448,758$1,188,438 94.3%5,1100.4%Finance
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$2,386,872$9,268 -0.4%28,8440.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,303,858$9,754 -0.4%8,0310.3%Computer and Technology
Dimensional US Small Cap Value ETF stock logo
DFSV
Dimensional US Small Cap Value ETF
$2,118,474$209,538 11.0%60,4590.3%ETF
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$2,105,466$36,516 -1.7%15,2220.3%ETF
Dimensional US Large Cap Value ETF stock logo
DFLV
Dimensional US Large Cap Value ETF
$2,079,720$501,334 31.8%58,2390.3%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,057,943$294 0.0%6,9960.3%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,039,621$1,075 0.1%9,4840.3%ETF
LAM RESEARCH CORP
$2,016,371$427 0.0%9,4370.3%COM NEW
Avantis U.S. Large Cap Value ETF stock logo
AVLV
Avantis U.S. Large Cap Value ETF
$2,009,775$478,261 31.2%24,9320.3%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$2,006,212$3,487 -0.2%28,7630.3%ETF
Visa Inc. stock logo
V
Visa
$2,005,824$146,878 7.9%6,6370.3%Business Services
Dimensional International High Profitability ETF stock logo
DIHP
Dimensional International High Profitability ETF
$1,949,336$1,514 0.1%60,5010.3%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$1,881,992$713 0.0%5,2780.3%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$1,880,415$7,919 0.4%23,9820.3%ETF
Dimensional Global Real Estate ETF stock logo
DFGR
Dimensional Global Real Estate ETF
$1,790,711$54,489 3.1%67,3710.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,757,500$225,160 14.7%10,0770.3%Computer and Technology
Avantis International Small Cap Value ETF stock logo
AVDV
Avantis International Small Cap Value ETF
$1,736,615$399 0.0%17,3900.3%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,729,671$2,824 0.2%7,9620.3%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,658,089$292,004 21.4%7,9610.3%Retail/Wholesale
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$1,646,743$921 0.1%8,9360.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$1,355,4300.0%2,7130.2%Business Services
AVSF
Avantis Short-Term Fixed Income ETF
$1,348,931$435,713 47.7%28,8230.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,276,482$1,833 0.1%4,8740.2%ETF
WisdomTree U.S. SmallCap Dividend Fund stock logo
DES
WisdomTree U.S. SmallCap Dividend Fund
$1,229,106$17,107 -1.4%34,1990.2%Finance
AVRE
Avantis Real Estate ETF
$1,188,236$103,227 -8.0%26,9930.2%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,148,609$3,432 0.3%2,0080.2%Computer and Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$1,132,520$67,703 -5.6%14,6870.2%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$1,074,230$606 0.1%12,3990.2%Manufacturing
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,049,712$18,164 1.8%10,8070.2%Finance
Cincinnati Financial Corporation stock logo
CINF
Cincinnati Financial
$1,038,5010.0%6,6000.2%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,011,892$34,057 3.5%1,7530.2%Finance
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$973,0550.0%3,3880.1%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$965,2740.0%3,7510.1%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$956,688$48,858 -4.9%13,0800.1%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$927,811$810 0.1%13,7390.1%ETF
Vanguard Extended Market ETF stock logo
VXF
Vanguard Extended Market ETF
$877,771$5,763 0.7%4,2650.1%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$873,519$497 -0.1%7,0270.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$867,3840.0%2,8020.1%Computer and Technology
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$860,974$292 0.0%5,9000.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$841,200$6,696 -0.8%3,3920.1%Finance
Cintas Corporation stock logo
CTAS
Cintas
$780,840$169 0.0%4,6170.1%Business Services
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$758,746$17,326 2.3%1,2700.1%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$718,6750.0%2,3120.1%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$718,1400.0%10.1%Finance
Dimensional US High Profitability ETF stock logo
DUHP
Dimensional US High Profitability ETF
$688,445$23,416 -3.3%18,7280.1%ETF
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$686,099$998 0.1%14,4350.1%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$675,313$8,956 -1.3%4,6750.1%Consumer Staples
WALMART INC
$659,701$117,449 -15.1%5,3080.1%COM
Amphenol Corporation stock logo
APH
Amphenol
$659,5470.0%5,2200.1%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$654,025$541 0.1%2,4170.1%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$627,3260.0%1,9070.1%Retail/Wholesale
Prologis, Inc. stock logo
PLD
Prologis
$556,7850.0%4,2120.1%Finance
Paychex, Inc. stock logo
PAYX
Paychex
$541,343$6,908 1.3%5,8770.1%Computer and Technology
Dimensional International Small Cap Value ETF stock logo
DISV
Dimensional International Small Cap Value ETF
$532,3210.0%13,4970.1%ETF
Corning Incorporated stock logo
GLW
Corning
$517,970$2,720 0.5%3,8090.1%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$512,600$82,952 -13.9%2,1690.1%Retail/Wholesale
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$502,0040.0%1,0210.1%Medical
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$495,585$692 0.1%2,8640.1%ETF
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF stock logo
GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
$492,3870.0%3,9350.1%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$488,933$384 0.1%7,6300.1%ETF
M&T Bank Corporation stock logo
MTB
M&T Bank
$463,4010.0%2,2420.1%Finance
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$460,260$1,282 0.3%2,1540.1%ETF
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$449,305$1,573 0.4%3,4280.1%Utilities
Xcel Energy Inc. stock logo
XEL
Xcel Energy
$444,2160.0%5,5920.1%Utilities
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$412,100$1,440 0.4%3,1470.1%Construction
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$407,7650.0%5,1440.1%ETF

Showing largest 100 holdings. View all holdings.
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